Performance Information


The qualifying criterion for funds in our WRAP Cambrian portfolios is that all funds must be top quartile in their respective asset classes over 1, 3 and 5 years, thereby ensuring the most consistent performing funds are accessed.

Past performance is not a reliable indicator of future results.

 

On WRAP we only use clean share class funds with no initial charge.  All funds are daily priced and to qualify for selection they must have at least 3 years history.

Please see performance information below for portfolios Defensive Cautious, Balanced, Growth and Adventurous alongside our Ethical alternatives, which shows the WRAP strategy’s performance against their benchmarks.

 

Cambrian Defensive vs Cambrian Benchmark

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Cambrian Cautious vs Cambrian Benchmark

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Cambrian Balanced vs Cambrian Benchmark

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Cambrian Growth vs Cambrian Benchmark

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Cambrian Adventurous vs Cambrian Benchmark

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Ethical/ESG Defensive vs Ethical/ESG Benchmark 

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Ethical/ESG Cautious vs Ethical/ESG Benchmark

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Ethical/ESG Balanced vs Ethical/ESG Benchmark

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Ethical/ESG Growth vs Ethical/ESG Benchmark

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Ethical/ESG Adventurous vs Ethical/ESG Benchmark

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